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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Integrated Wealth Concepts
526
Integrated Wealth Concepts
Massachusetts
$345K +$62.7K +469 +22%
Heritage Wealth Advisors
527
Heritage Wealth Advisors
Virginia
$344K – – –
ECM
528
Everence Capital Management
Indiana
$343K – – –
FineMark National Bank & Trust
529
FineMark National Bank & Trust
Florida
$343K +$5.88K +44 +2%
Laird Norton Wetherby Wealth Management
530
Laird Norton Wetherby Wealth Management
California
$340K -$11.5K -86 -3%
APWM
531
Atlas Private Wealth Management
New York
$339K +$100K +750 +41%
ATC
532
Argent Trust Co
Tennessee
$336K +$20.2K +151 +6%
ING Group
533
ING Group
Netherlands
$336K +$341K +2,549 New
BCA
534
Bay Colony Advisors
Massachusetts
$334K -$35.3K -264 -9%
OR
535
Olympiad Research
Connecticut
$334K +$45.3K +339 +15%
EAM
536
Eukles Asset Management
Ohio
$333K -$6.42K -48 -2%
Fiera Capital (Canada)
537
Fiera Capital (Canada)
Quebec, Canada
$332K -$37.1M -277,160 -99%
WA
538
Wealth Alliance
New York
$332K -$4.01K -30 -1%
BUB
539
BBVA USA Bancshares
Texas
$332K +$3.21K +24 +1%
CBT
540
Capital Bank & Trust
California
$330K – – –
Bessemer Group
541
Bessemer Group
New Jersey
$325K -$909K -6,801 -73%
BOH
542
Bank of Hawaii
Hawaii
$324K -$771K -5,764 -70%
Fiduciary Trust
543
Fiduciary Trust
Massachusetts
$323K -$32K -239 -9%
NGA
544
Naples Global Advisors
Florida
$317K – – –
Busey Bank
545
Busey Bank
Illinois
$311K +$13.4K +100 +4%
CPA
546
Court Place Advisors
Maryland
$306K – – –
VFA
547
Voya Financial Advisors
Connecticut
$303K +$90.2K +675 +42%
PWLP
548
Prio Wealth Limited Partnership
Massachusetts
$302K – – –
Mission Wealth Management
549
Mission Wealth Management
California
$301K – – –
PVH
550
Psagot Value Holdings
Israel
$296K – – –